| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $469,366 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 10 · EIN 31-4379427 | Accounting | $276,384 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $76,574 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $69,960 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,330 |
WIPFLI LLP4 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $16,076 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,170 | $121,599+85.2% | $135,998+65.6% | $103,657+117.2% |
| Participation rate | 98.2% | 76.2%+22.0pp | 81.9%+16.3pp | 73.4%+24.8pp |
| Annual return | 14.38% | 26.09%-11.7pp | 68.37%-54.0pp | 33.13%-18.8pp |
| Employer contribution / active EE | $8,739 | $4,627+88.9% | $4,860+79.8% | $3,216+171.8% |
| Participant deferral / active EE | $11,775 | $7,782+51.3% | $7,761+51.7% | $5,218+125.7% |
| Admin fee / account holder | $108 | $76+42.8% | $10,769-99.0% | $114-5.3% |